Editor’s Pick
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Why Private Debt may be superior to bonds
Roger Montgomery
March 3, 2023
Looking for a higher rate of income? Who isn’t? But are bonds best? For decades investors have been told bonds provide uncorrelated ‘ballast’ for a portfolio of shares whilst generating much-needed regular income. The idea has been that shares offer growth, with bonds also offering diversification and stability. continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick.
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Don’t bet on a U.S. recession in 2023
Roger Montgomery
March 1, 2023
After a 4.65 per cent increase in interest rates this past year, why isn’t the U.S. economy tanking? And why aren’t retail sales plummeting? One reason, perhaps, is that during the pandemic, many home buyers locked in fixed-rate 30-year mortgages at ultra-low rates, and they are thus unaffected by recent rate rises. If I’m right, the U.S. economy might avoid a recession in 2023. continue…
by Roger Montgomery Posted in Editor's Pick, Global markets.
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Gary’s best and worst pick from reporting season so far
Scott Phillips
February 23, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund on an update on small caps reporting this results season. There’s been more beats from an earnings point of view than misses, but that’s looking backwards. Outlooks count because after all, the stock market buys the future and those have definitely been more negative. Gary also shares one of the best results he has seen and one of the worst. continue…
by Scott Phillips Posted in Editor's Pick, Stocks We Like, Video Insights.
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If you are an income investor, it pays to think long-term
Roger Montgomery
February 22, 2023
The past year has seen a distinct switch in investor focus from growth to yield. The irony, of course, is that many so-called ‘dividend stocks’ can be long-term wealth killers. And that’s why we prefer quality businesses – like CSL – which can grow both their market value, and their dividends, over time. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Investing Education.
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What is next for small caps?
Polen Capital
February 17, 2023
The past year posed considerable challenges for equity investors, including runaway inflation, a rising interest rate environment, geopolitical tensions, and the lingering effects of the pandemic. The confluence of these headwinds – and a lack of positive catalysts – roiled market sentiment, resulting in most equity analysts adjusting their expectations for corporate earnings growth substantially lower. continue…
by Polen Capital Posted in Editor's Pick, Polen Capital.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Is Breville good value after its recent results?
Roger Montgomery
February 16, 2023
Breville (ASX:BRG) the kitchen appliance company this week reported another record for half-yearly sales, albeit slightly below consensus. First half 2023 revenue grew 1.1 per cent to A$888.0 million, which was also 0.7 per cent higher, on a constant currency basis, than the first half of FY22. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why paying down your mortgage could be your best investment
Roger Montgomery
February 13, 2023
With interest rates rising, many of you are probably wondering if it would be beneficial to pay more off your mortgage. The good news is that if you have sufficient funds, and you are in a high personal tax bracket, it could be your best investment right now. Let me explain why. continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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MEDIA
Why IMDEX’s proposed acquisition of Devico is a great strategic fit
Dominic Rose
February 9, 2023
IMDEX (ASX:IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite great results these were overshadowed by IMDEX’s proposed acquisition of Devico, which appears highly strategic. Dominic joined IMDEX’s CEO Paul House to take a deep dive into the proposed acquisition which is highly strategic with strong synergies. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Why I steer clear of whisky – and distillers
Roger Montgomery
February 7, 2023
Just how do you value a company like Lark Distilling (ASX:LRK), whose main asset (award-winning Tasmanian whisky) is locked up for years, but increases in value as it matures. The answer: it’s hard. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Australian small companies outlook for 2023
Michael Gollagher
February 1, 2023
Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what we would like to see in the year ahead. continue…
by Michael Gollagher Posted in Editor's Pick, Market commentary.
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